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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,878 | $133,998+219.3% | $112,263+281.1% | $134,545+218.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.68% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $16,901 | $4,040+318.3% | $3,636+364.8% | $4,742+256.4% |
| Participant deferral / active EE | $10,168 | $5,292+92.1% | $4,729+115.0% | $6,401+58.8% |
| Admin fee / account holder | $3,338 | $7,493-55.5% | $6,410-47.9% | $11,431-70.8% |